Creating B2B catalogs

Shopify Plus

The B2B feature is only available to stores on the Shopify Plus plan.

B2B catalogs let you customize the buying experience for the companies that you sell to.

After you create a B2B catalog, you can assign it to a company location to let B2B customers purchase products at specific prices. If you want to apply a percentage increase or decrease to all of your product prices, then you can set an overall adjustment. You can also set fixed prices that apply only to specific products or variants. A catalog can contain both an overall percentage and fixed prices. However, fixed prices for products or variants override any overall percentage adjustments that you set.

For example, your store sells candles at $10 each. You create a B2B catalog and enter -20% in the Overall adjustment field, which reduces the price of your candles by 20% for companies with access to the catalog. One candle costs slightly more to produce, so you set a fixed price of $9 for that product. When a customer with access to the catalog visits your store, they're offered your products at $8, except for the candle that you entered a fixed price for. The fixed priced candle isn't affected by the overall adjustment, and is offered at $9.

Catalogs let you tailor the customer experience by including all products (both active and draft), or only a specific subset of your products.

There’s no limit to the number of catalogs that you can create in your store. However, each company location can have a maximum of 25 catalogs assigned to it.

If you create multiple catalogs that include the same product at different prices, then customers are offered the lowest set price for that item. For example, you have a B2B customer with access to two catalogs. In one catalog, the price of a particular candle is set at $9. In the other catalog, the price of that item is set to $7. When the customer visits your store, they're offered that candle at a price of $7.

If you have multiple catalogs assigned to the same customer, and the product prices are the same in both catalogs, then the first catalog that was created is displayed to the customer.

Selling in multiple currencies with B2B

You can sell to customers in their local currencies in one of two ways with B2B:

• using local currencies with Shopify Markets
• specifying fixed prices in your catalogs

Use local currencies with Shopify Markets

If your store uses Shopify Markets, then the prices in your online store, cart, checkout, and draft orders reflect the local currency of your customer. The currency is based on your customer's shipping address, and is converted based on automatic or manual currency exchange rates.

Rules for rounding prices that you set in your Markets page don't apply to B2B customers.

Specify fixed prices in your catalogs

If you want to specify fixed prices for products without performing a currency exchange, then you can manually set a preferred currency for catalogs when you create them. The prices for products with a fixed price set aren't adjusted. The price for products with a percentage adjustment is converted based on automatic or manual currency exchange rates.

Create a catalog

1. In your Shopify admin, go to Products > Catalogs.
2. Click Create catalog.
3. Enter a title in the Title field. The title that you create isn't visible to customers.
4. Optional: Click Change in the Currency section to select a currency for your catalog.
5. To set a price adjustment that applies to all of the products in your online store, enter a percentage value in the Overall adjustment field.
6. To set a fixed price for all of the variants of a product, do the following:
   1. Click Adjust prices, and then click Set prices manually.
   2. Click Save and continue.
   3. Find the products to adjust and then enter the prices to charge.
   4. Click Save.
7. To set a fixed price for specific product variants, do the following:
   1. Click Adjust prices, and then click Set prices manually.
   2. Click Save and continue.
   3. Find the product to adjust.
   4. Click the variant link under the product name.
   5. Enter the price to charge for the specific variants.
   6. Click Save.
8. To include or exclude products in the catalog, select the checkbox next to each product, and then select either Include in catalog, or Exclude in catalog.
9. Return to the Catalog Summary, and then do one of the following:
   • If you've created a company, then click Add company locataions to assign the catalog to a company.
   • If you haven't created a company yet, then click Create a company.
10. In the Status section, open the menu and select Active.

Export and import catalogs

After you create a catalog, you can export your list to a CSV file. After you add fixed prices, define products to include in a catalog, or set quantity rules, you can then import the CSV to update them. You can also manage fixed prices across multiple catalogs from the Catalog page by using CSVs.

For example, you have a catalog assigned to a company that opens a new location, so you create a new location for the company. Since the new location is farther and you include shipping in your prices, you need to increase your prices. You export your catalog for the original location and edit the prices using a spreadsheet program. You then create a new catalog, import the edited CSV, and assign the catalog to the new location.

Download a sample CSV file

You can download and view a sample catalog CSV file to use as a template.

The sample file contains example products and variants. If you use the sample file as a template, then make sure that you remove all the example products.

Description of the catalog CSV file

This table lists the fields in the catalog CSV file.

The Catalog Title field must be filled. Products and variants in the catalog can be identified with information in the SKU column. If the product doesn't have a SKU, then the product or variant must have identifying information such as Handle, Option1 Name, and Option1 Value.

The Fixed Price field must be filled for the catalog import. If Fixed Price and Compare-at are both blank, then the fixed price for that product or variant is removed from the catalog.

Note

Setting quantity rules such as increments and minimum and maximum order quantities is supported only on free Shopify themes, version 8.0.0 or later. If you aren't using one of these updated themes, then you can update your theme, or add code to your theme to support cart awareness and quantity rules.

Description of the items in the catalog export CSV.

Column	Description
Catalog Title	The name of the catalog.
SKU	The SKU of the product or variant. The SKU is used to track inventory with inventory tracking services. If the product you want to update has a SKU, then you can use it in place of other information in the CSV, such as Handle, Option1 Name, or Option1 Value.
Handle	Handles are unique names for each product. They can contain letters, dashes, and numbers, but no spaces, accents, or other characters, including periods. Handles are used in the URL for each product. For example, the handle for a "Women's Snowboard" would be womens-snowboard, and the product's URL would be https://yourstore.myshopify.com/products/womens-snowboard.
Option1 Name	If a product has an option, then the option name is listed in this column. For example, Color.
Option1 Value	If a product has an option, then the option value is listed in this column. For example, Black.
Option2 Name	If a product has a second option, then the option name is listed in this column.
Option2 Value	If a product has a second option, then the option value is listed in this column.
Option3 Name	If a product has a third option, then the option name is listed in this column.
Option3 Value	If a product has a third option, then the option value is listed in this column.
Fixed Price	The price of the product or variant. Only include the price and don't include any currency symbols. For example, 9.99. A blank field in both Fixed Price and Compare-at removes the fixed price for that product or variant from the catalog.
Compare-at	The Compare-at price of the product or variant. Only include the price and don't include any currency symbols. For example, 9.99. A blank field in both Fixed Price and Compare-at removes the fixed price for that product or variant from the catalog.
Published	To include a product in the catalog, enter TRUE in the Published column. To exclude a product from the catalog, enter FALSE. You can only include or exclude products, and can't include or exclude specific product variants. Only the first row of the product variants are reviewed for this selection.
Quantity Increment	The number of items by which the variant can be purchased, if the variant only sells in multiples of a set quantity. This field restrict customers from buying a quantity that's not in multiples of the quantity increment. To set quantity rules, you need to set a value of 1 or greater for both Quantity Increment and Minimum Order Quantity. The Maximum Order Quantity field is optional, and can be left blank. If the values for Quantity Increment, Minimum Order Quantity, and Maximum Order Quantity are all blank for the same row, then the quantity rules for that product variant are removed.
Minimum Order Quantity	The fewest number of items of the variant that a customer can purchase at the same time. To set quantity rules, you need to set a value of 1 or greater for both Quantity Increment and Minimum Order Quantity.
Maximum Order Quantity	The greatest number of items of the variant that a customer can purchase at the same time. The Maximum Order Quantity field is optional, and can be left blank.

Export a catalog

Catalogs can be exported individually or in bulk. When the export is complete, the CSV files are sent to you in an email.

Only prices for products with fixed prices appear in the exported catalog. Prices for products with a percentage adjustment aren't included.

To update a product variant in a catalog by using a CSV upload, you can enter information in the SKU column instead of the options and values columns, such as Option1 Name and Option1 Value. The Published column doesn't affect individual variants.

Export a single catalog

Export a single catalog from your Shopify admin.

Steps:

1. From your Shopify admin, go to Products > Catalogs.
2. Click an existing catalog to export a list of your products with price adjustments applied.
3. Click Manage, and then select Export CSV.
4. Select one of the following to choose which products to export:
   • All products
   • Only included products
   • Only products with fixed prices
   • Only products with quantity rules
5. Select the format of the CSV file.
6. Click Export CSV.

Export multiple catalogs in bulk

Export multiple catalogs in bulk from your Shopify admin.

Steps:

1. From your Shopify admin, go to Products > Catalogs.
2. Select the catalogs that you want to export.
3. Select one of the following to choose which catalogs to export:
   • Current page
   • Selected catalogs
4. Select one of the following to choose which products to export:
   • All products
   • Only included products
   • Only products with fixed prices
   • Only products with quantity rules
5. Select the format of the CSV files.
6. Click Export CSV.

Import a catalog

Catalogs can be imported individually or in bulk. Depending on the size of the catalog, importing might take some time to complete. A notification indicates when the import is complete.

You can import a new catalog, update a single catalog, or update multiple catalogs in bulk.

Create a new catalog

Create a new B2B catalog by importing a CSV file.

Steps:

1. From your Shopify admin, go to Products > Catalogs.
2. Click Import catalog to import the CSV into a new catalog.
3. Click Add file or drag and drop your files to the dialog to upload.
4. Click Preview Import.
5. Review the preview to verify that your columns and data are correct, and then click Import CSV.
   • Click Create catalog to import the CSV into a new catalog.
   • Click an existing catalog to import the CSV into an existing catalog.
6. Click Adjust prices, and then select Import prices.
7. If you're importing a CSV to an existing catalog, then click Save and continue.
8. Click Add file or drag and drop your files to the dialog to upload.
9. Click Preview import.
10. Review the preview to verify that your columns and data are correct, and then click Import CSV.

Update a single catalog

Update an existing B2B catalog by importing a CSV file.

Steps:

1. From your Shopify admin, go to Products > Catalogs.
2. Click the existing catalog that you want to update.
3. Click Adjust prices, and then select Import CSV.
4. Click Add file, or drag and drop your files to the dialog to upload.
5. Click Preview Import.
6. Review the preview to verify that your columns and data are correct, and then click Import CSV.

Update multiple catalogs in bulk

Update multiple catalogs in bulk by importing a CSV file.

Steps:

1. From your Shopify admin, go to Products > Catalogs.
2. Click Add file or drag and drop your file to the dialog box to upload.
3. Click Preview import.
4. Review the preview to verify that your columns and data are correct, and then click Import CSV.
5. Optional: Click Close to continue working while the import is processing.